Joe Matteo Email & Phone Number

Princeton, Nj, Us

Greenwich, Connecticut, Us

Rejoined firm to manage fundraising efforts for latest opportunistic credit fund• Represent firm in presentations to existing and potential investors• Responsible for timely completion of DDQs, RFPs, RFIs and consultant portal factsheets• Refined, standardized & maintain marketing materials, including underlying performance data• Created and update individual slide ‘library’ for ease of presentation compilation• Set up, populated and manage virtual data room for the fund raise• Direct marketing efforts of third-party placement agent• Evaluate and act on buy/sell proposals as a senior member of firm’s Investment Committee

New York, Ny, Us

Joined MKS through its absorption of the CLO platform of Credit Value Partners• Led a five-person team, reporting directly to MKS CEO• Managed two reinvesting CLOs, totaling $760MM• Delivered top quartile WAS vs. WARF balance compared to vintages across CLOs• Cited by JPM Research as a team top decile YTD par builder in its Oct 2021 report• Outperformed vintages in par build/burn during 2020 market turbulence

Greenwich, Connecticut, Us

Joined five-year old opportunistic credit hedge fund manager to establish CLO platform• Raised and managed five post-crisis CLOs, totaling $2.1B• Developed and implemented standardized processes around credit selection, portfolio construction and investment monitoring• Created proprietary spreadsheets to track the metrics of individual loans and, using imbedded macros, their resulting impact on indenture tests • Conducted all CLO fundraising, indenture negotiation and post-closing investor interface• Established the firm’s risk retention vehicle• Served as a member of opportunistic fund investment committee• Participated in negotiation and sale of firm to New York Life (MacKay Shields parent)

Joined three-year old, $1B credit hedge fund manager to establish CLO platform• Raised $375MM CLO and successfully managed it through the Great Financial Crisis, resulting in nearly 2x MOIC to the equity at time of departure• Raised $400MM post-crisis CLO• Created proprietary spreadsheets to track the metrics of individual loans and, using imbedded macros, their resulting impact on the indenture tests • Conducted all CLO fundraising, indenture negotiation and post-closing investor interface• Served as a member of hedge fund investment committee

New York, Ny, Us

Joined Global High Yield Bond and Bank Debt Group as the Cable and Media analyst• Promoted to co-PM in Nov ‘00, assuming joint responsibility for four 100% leveraged loan mutual funds, three LL/HY bond hybrid funds and one CLO• Assumed sole responsibility for all leveraged loan-focused funds, including CLO, in Jan ’02• Issued and managed one additional continuously offered mutual fund, two closed end mutual funds, two additional CLOs and an institutional separate account• AUM at departure was approximately $3.3B

Master Of Business Administration - Mba, Finance

Bachelor Of Arts - Ba, Government